Defined Benefit (Pension) · DOL Form 5500 · 2022

Woodmen of the World Insurance Society Pension Plan

Data updated 2026-08-25

$719M
Total assets Above avg plan size
311
Participants Below avg headcount
98th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees and Representatives of Woodmenlife · Sponsored by Woodmen of the World Insurance Society · Nebraska · Finance & Insurance

$719M in assets, 311 participants

Woodmen of the World Insurance Society's Retirement Plan for Employees and Representatives of Woodmenlife reported $719M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,997 in Finance & Insurance (9,261 peers)

Where Retirement Plan for Employees and Representatives of Woodmenlife sits by assets

Retirement Plan for Employees and Representatives of Woodmenlife sits in the top 5% of all filed plans by assets, $719M for 311 participants (~$2.3M/participant), down 9.8% in 2022.

#8,997
in Finance & Insurance (9,261 peers)
-9.8%
assets change YoY
7.2×
vs typical plan assets (national mean)

The plan reported a net loss of $78M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees and Representatives of Woodmenlife's outsized position by total assets

Retirement Plan for Employees and Representatives of Woodmenlife vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$718,852,569 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Retirement Plan for Employees and Representatives of Woodmenlife among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees and Representatives of Woodmenlife sits mid-pack in the medium band (311 participants).

DOL schedule card

Filing strip 470339250 · Woodmen of the World Insurance Society PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees and Representatives of Woodmenlife · $719M · 311 · 98th

  • PHOTO $719M
  • IND 311
  • EOY 98th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Chs Inc. Pension Plan
  • PCT ind #8997

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Nebraska →

Retirement Plan for Employees and Representatives of Woodmenlife in the asset neighbourhood

Fox Pension Plan$722MIBEW 332 Pension Plan - Part aIBEW 332 Pension Plan - Part…$721MChs Inc. Pension Plan$719MRetirement Plan for Employees and Representatives of WoodmenlifeRetirement Plan for Employee…$719MSanofi US Group Pension Plan$718M
End-of-year total assets ($M) among Retirement Plan for Employees and Representatives of Woodmenlife and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$797M
Net Assets (End of Year)$719M
Net Income-$78M
Employer EIN470339250
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodmen of the World Insurance Society)

Sponsor-wide plan assets over time

All Woodmen of the World Insurance Society plans reported in each filing year

Latest sponsor-wide plan assets
$988M 19.03037372404296% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M$1,050M 202220232024 $830M $988M ▲ +19.0%
Year Plans Participants Total Assets
2022 2 1,580 $830M
2023 2 1,604 $911M
2024 2 1,712 $988M

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees and Representatives of Woodmenlife vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 012345 Total assets ($B) Participants Retirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.718852569 · Participants: 311Retirement Plan for Employees and Representatives of WoodmenlifePension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.320831297 · Participants: 4000Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 3.927606276 · Participants: 38Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.998227028 · Participants: 606Mutual of Omaha Retirement Income PlanThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.333016466 · Participants: 1083The Restated Ag Processing Inc Retirement PlanOmaha Construction Industry Pension Plan, Total assets ($B): 0.30350117 · Participants: 1440Omaha Construction Industry Pension Plan
Retirement Plan for Employees and Representatives of Woodmenlife vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants

Retirement Plan for Employees and Representatives of Woodmenlife's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Chs Inc. Pension Plan in MN ($719M); by covered participants it is Retirement Plan for Employees of Carlisle LLC in AZ (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($719M here).

Similar participant headcount

Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees and Representatives of Woodmenlife assets move in 2022? ▼
Retirement Plan for Employees and Representatives of Woodmenlife pulled back noticeably - down 9.8% during 2022, from $797M to $719M. Reported net income was -$78M.
How have Woodmen of the World Insurance Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodmen of the World Insurance Society's sponsor-wide assets grew 19.0%, from $830M to $988M.
Where does Retirement Plan for Employees and Representatives of Woodmenlife rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees and Representatives of Woodmenlife ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees and Representatives of Woodmenlife? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chs Inc. Pension Plan in MN ($719M, 6,900 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees and Representatives of Woodmenlife? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Carlisle LLC in AZ (311 participants, $118M in assets).